Estate Planning Basics 2017

Contributed by:  Lewis J. Walker, CFP® Every year, the plethora of holiday and Christmas cards remind us of the passage of time. We love the family pictures of young men and women who not that long ago were babies. My daughter reminded me that her “baby boy” will turn 14 in 2017, and already he…

Straws in the Wind

Contributed by: Lewis J. Walker, CFP®  If one wants an example of the frustrations that  arise by attempting to frame investment and market timing strategies based on predictions, we only have to recall 2016. After a disappointing start, major U.S. stock indexes by March had gone nowhere; the 2nd quarter was up, only to be…

Set Goals for 2017? Groan…

Contributed by: Lewis J. Walker, CFP® ‘Tis the season for setting goals. New Year’s resolutions. To-do lists. For some, such urgings, whether from a spouse, parent, boss, or adviser, are a groaner! As a kid, my mom, teachers, and mentors would ask, “What do you want to be when you grow up?”  As a teenager,…

Set Goals for 2017? Groan…

Contributed by: Lewis J. Walker, CFP® ‘Tis the season for setting goals. New Year’s resolutions. To-do lists. For some, such urgings, whether from a spouse, parent, boss, or adviser, are a groaner! As a kid, my mom, teachers, and mentors would ask, “What do you want to be when you grow up?”  As a teenager,…

Set Goals for 2017? Groan…

Contributed by: Lewis J. Walker, CFP® ‘Tis the season for setting goals. New Year’s resolutions. To-do lists. For some, such urgings, whether from a spouse, parent, boss, or adviser, are a groaner! As a kid, my mom, teachers, and mentors would ask, “What do you want to be when you grow up?”  As a teenager,…

Celebrating Wealth

Contributed by Lewis J. Walker, CFP®  In the political battles to come, we will hear about poverty versus wealth, who has it, who does not, and “what’s fair?” How should you view wealth per se? Professor Steven Pinker is a psychologist at Harvard. In a short but thought-provoking column in The Wall Street Journal, “The…